Arootah
Consultant - Research Analyst (Fractional/Contract Role)
Arootah, New York, New York, us, 10261
Consultant - Research Analyst (Fractional/Contract Role)
Join Arootah, a leader in personal and professional development within the Investment and Financial Services industry, supporting Hedge Funds and Family Offices. Founded by industry veteran Rich Bello, our mission is to provide top-tier advisory services to our prestigious client base. We are seeking experienced Research Analysts to consult with our clients, providing expert investment research, analysis, and recommendations based on your hands-on experience in the field. Responsibilities
Assist clients in researching and analyzing investment ideas, developing actionable plans, and implementing policies and procedures. Review and report on client tools and resources, ensuring industry best practices. Evaluate client progress using KPIs and maintain detailed records of consulting outcomes. Support investment teams with idea generation, security selection, and ongoing research. Build financial models, interpret research data, and develop investment theses and memos. Monitor and evaluate investment strategies, providing updates and recommendations. Attend industry conferences and communicate with market contacts to stay current. Streamline processes and produce in-depth analytics on investments and portfolio performance. Qualifications
Bachelor’s Degree in Accounting, Finance, or related field; CFA designation required. 8+ years of research experience and 5-8 years of investment experience preferred. Strong financial modeling, valuation, and analytical skills. Proficiency in relevant software (Morningstar Direct, Bloomberg, FactSet, etc.). Excellent communication skills and ability to work independently and collaboratively. Job Details
Type: Contract, with hours flexible based on client needs (0-40 hours/week). Location: Remote, with flexible hours and assignment choices. Compensation ranges from $150.00/hr to $350.00/hr, depending on experience. Additional Information
Become part of a disruptive, innovative company in finance, wellness, and technology sectors, with access to our Digital Wellness Center and a culture of continuous improvement. Seniority Level
Associate Employment Type
Full-time Job Function
Research, Analysis, and Information Technology Industries
Transportation, Logistics, Supply Chain, and Storage
#J-18808-Ljbffr
Join Arootah, a leader in personal and professional development within the Investment and Financial Services industry, supporting Hedge Funds and Family Offices. Founded by industry veteran Rich Bello, our mission is to provide top-tier advisory services to our prestigious client base. We are seeking experienced Research Analysts to consult with our clients, providing expert investment research, analysis, and recommendations based on your hands-on experience in the field. Responsibilities
Assist clients in researching and analyzing investment ideas, developing actionable plans, and implementing policies and procedures. Review and report on client tools and resources, ensuring industry best practices. Evaluate client progress using KPIs and maintain detailed records of consulting outcomes. Support investment teams with idea generation, security selection, and ongoing research. Build financial models, interpret research data, and develop investment theses and memos. Monitor and evaluate investment strategies, providing updates and recommendations. Attend industry conferences and communicate with market contacts to stay current. Streamline processes and produce in-depth analytics on investments and portfolio performance. Qualifications
Bachelor’s Degree in Accounting, Finance, or related field; CFA designation required. 8+ years of research experience and 5-8 years of investment experience preferred. Strong financial modeling, valuation, and analytical skills. Proficiency in relevant software (Morningstar Direct, Bloomberg, FactSet, etc.). Excellent communication skills and ability to work independently and collaboratively. Job Details
Type: Contract, with hours flexible based on client needs (0-40 hours/week). Location: Remote, with flexible hours and assignment choices. Compensation ranges from $150.00/hr to $350.00/hr, depending on experience. Additional Information
Become part of a disruptive, innovative company in finance, wellness, and technology sectors, with access to our Digital Wellness Center and a culture of continuous improvement. Seniority Level
Associate Employment Type
Full-time Job Function
Research, Analysis, and Information Technology Industries
Transportation, Logistics, Supply Chain, and Storage
#J-18808-Ljbffr